Financial Advisor Services
Overview
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SUMMARY
DESCRIPTION
A government authority located in Daleville, Virginia is seeking a qualified vendor to provide financial advisor services under a two-year contract. The selected firm will advise agency leadership on developments in financial regulation and trends in both general finance and municipal finance to help maintain the organization and any single-purpose entities it creates in the strongest possible financial position.
The scope of work includes providing analytical frameworks to support evaluation of financing options, including short-term versus long-term financing, internal versus external financing, variable versus fixed rate structures, and capital leasing. The advisor will also assist in developing long-term financial forecasting models that incorporate projected revenues, operating expenditures, capital improvement needs, debt service, reserve requirements, economic assumptions, and alternative funding scenarios.
These models are intended to help agency leadership assess the long-term financial effects of policy and investment decisions. Questions are due by August 4, 2026.
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Frequently asked questions
- When is the submission deadline?
- Submissions are due August 20, 2026.
- Who is a good fit for this opportunity?
- Municipal finance advisory firm with public sector experience
- Expertise in financial regulation and government debt structures
- Capability to develop long-term financial forecasting models
- Experience advising on capital planning, reserve strategy, and funding scenarios
- Familiarity with short-term and long-term financing, leasing, and rate structure analysis
- Capacity to support a two-year government advisory engagement
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.